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Posted

New adoption agreement for existing PSP says that the existing MPPP will be merged into PSP on 01/01/02. Participants are provided with an ERISA 204(h) notice on a timely basis.

However, the MPPP assets are not transferred out of the name of the MPPP ... and into the name of the PSP until July 2003.

I realize that a Form 5500 (for year 2002 & 2003) has to be prepared for the MPPP .... because assets still existed in the name of the MPPP during 2002 & 2003.

MY QUESTION:

Does the employer still have to make MPPP contribution for" full year 2002" and "partial year (Jan -July) 2003" ?

(Any ERISA or IRC literature you can direct me to as support will be appreciated. I have a board meeting in two days and I have to present this matter). THANKS!

Posted

Merger is different than termination. If your plan and trust amendments were done properly, then the last day for the MPPP would be 1/1/02 -- with possibly a one-day filing for 2002 and no filing for 2003.

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